Markets to Head Higher After Rocky Period (Radio)

David Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joined Bryan Curtis and Rishaad Salamat on Daybreak Asia. He says the fundamental issue for markets is still trade, he goes on to say whatever the outcome of the midterm elections, we will then have clarity for the next two years.

“Just lifting the uncertainty, I believe, will give the market room to recover. So, in our shop, we still see new highs by the end of the decade. We don’t see a recession. We do see a slowdown because of the trade war. We’re already seeing it. We do see a little more inflation for the same reason. Although a strong dollar helps dampen that as long as the currency stays that way. And we think markets are going to head higher after we get through this rocky period.”
-David Kotok

Running time 06:06

LISTEN HERE: https://www.bloomberg.com/news/audio/2018-10-31/markets-to-head-higher-after-rocky-period-radio

NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.


If you like podcasts, check out this one from 2015 featuring David Kotok talking about his background and Camp Kotok with Barry Ritholtz. They also talk about the history of Cumberland Advisors since its founding, and delve into fundamental principles of investing and valuation.


Links here
https://itunes.apple.com/us/podcast/masters-in-business/id730188152?mt=2

And here
http://www.bloomberg.com/podcasts/masters-in-business/